Compare · 3 funds side by side · dividends reinvested

SPSM, SPY and IVV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,530IVV · best of the three

Story of the three · IncomeMost incomeSPSM · 1.49% · $149 a year on $10k

Story of the three · RiskSmallest drop

SPSM, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$883B1.6

State Street SPDR Portfolio S&P 600 Small Cap ETFUS Stock Styles · Small cap0.03%1.49%+19.4%+21.1%+17.0%+5.5%−9.6%16.3%$16.1B2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+12.3%+12.7%+21.8%+11.8%−8.9%13.7%$793B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: SPSM 2013 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR Portfolio S&P 600 Small Cap ETF · $16.1B$13,092

SPSM

SPY

State Street SPDR S&P 500 ETF · $793B$17,481

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SPSM

More Ways to See the Pairs

SPSM vs SPY: Top 5 Holdings

Today

SPSM

2.7%in top 5

SPY

in top 526.9%

SPSMStockSPY

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

not top 5AMZN4.1%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: SPSM, SPY, IVV

Today

0.03%lowest, SPSM

FundExpense ratioFee$10k

SPSM0.03%$3

IVV0.03%$3

SPY0.09%$9

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: SPSM, SPY, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

Measure

SPY

+19.4%Year to dateJan 1 → Nov 11+12.3%

+21.1%1 yearTotal return+12.7%

+17.0%3 years · per year$10,000 became $16,017 · $18,083+21.8%

+5.5%5 years · per year$10,000 became $13,092 · $17,481+11.8%

0.03%Expense ratio$3 · $9 a year on $10k · lower is better0.09%

1.49%Trailing 12-mo yield$149 · $100 a year on $10k1.00%

−9.6%Worst dropSmaller is better−8.9%

16.3%VolatilityLower is calmer13.7%

SPSMSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.6%VSATnot top 5

0.5%RHPnot top 5

0.5%MTCHnot top 5

0.5%PAYCnot top 5

0.5%TGTXnot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

SPSM vs SPY Returns, Every Period

5Y

SPDRSPSM

+5.5%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

SPSMSPYFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Core: SPSM vs IVV

YTD

SPDRSPSM

+19.4%

IVViShares

+12.3%

+19.4%Year to date+12.3%

−9.6%Worst drop · 1Y−8.9%

16.3%Volatility · 1Y13.7%

1.5%Yield1.1%

$16.1BAssets$883B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.49%highest, SPSM

FundTrailing yieldYield$10k

SPSM1.49%$149

IVV1.10%$110

SPY1.00%$100

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$146most kept, SPSM

SPSM$149 − $3 = $146

IVV$110 − $3 = $107

SPY$100 − $9 = $91

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SPSM, SPY, IVV

Today

99.9%most shared, SPY and IVV

SPSMSPYIVV

SPSM—0.0%0.0%

SPY0.0%—99.9%

IVV0.0%99.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+21.1%SPSM, at 16.3% volatility

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

SPSMWorst drop−9.6%16.3% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SPSMIVV

+19.4%Year to date+12.3%

1.5%Yield1.1%

+21.1%Past year+12.7%

0.03%Fee0.03%

3–0SPSM wins

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$883B

0–0level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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SPSM, SPY and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three